If you need to adjust an order after it has been placed, Shopify Plus allows for various modifications, depending on the item's fulfillment status and other factors. Here's a guide to the types of edits you can make and the considerations to keep in mind.

Types of Edits You Can Make

  1. Add Products: Introduce new items to the order.
  2. Remove Items: Eliminate products from the order.
  3. Adjust Item Quantities: Increase or decrease the number of items ordered.
  4. Apply or Adjust Discounts: Apply new discounts or modify existing ones on individual items.
  5. Remove Discounts: Delete existing discounts from items.
  6. Add or Remove Shipping Rates: Modify shipping charges as necessary.

Considerations Before Editing Orders

  • Fulfillment Status: Items that have already been fulfilled cannot be removed or have their quantities adjusted.
  • Impact on Store Operations: Edits can affect apps, discounts, shipping, and fulfillment services. For instance, some apps may not recognize order edits, which could lead to discrepancies in fulfillment.
  • Financial Adjustments: If the total cost of the order changes due to edits, you may need to issue a refund or charge additional amounts.

Steps to Edit an Order in Shopify

  1. Navigate to the Order:

    • Go to Orders in your Shopify admin.
    • Select the order you want to edit and click Edit. 
      Navigating orders in order section

  2. Making Edits:

    • To add products, click Add product, search for the item, and select it. 
      navigation in adding products in edit section
    • To remove items, click Remove item next to the product. 
      To remove items, click Remove item next to the product.
    • To adjust quantities, click Adjust quantity and enter the new amount. 
      To adjust quantities, click Adjust quantity and enter the new amount.
    • For discounts, use Apply discount or Edit discount to modify or remove existing discounts. 
      For discounts, use Apply discount or Edit discount to modify or remove existing discounts.

  3. Adjusting Shipping Rates:

    • To add a new shipping rate, click Add shipping and specify the details. 
      To add a new shipping rate, click Add shipping and specify the details.
    • To remove or edit a shipping rate, click Edit shipping and make the necessary changes. 
      To remove or edit a shipping rate, click Edit shipping and make the necessary changes.

  4. Reviewing and Updating the Order:

    • Review the adjusted order details, including any changes in the total cost.
    • If the total increases, arrange for additional payment; if it decreases, process a refund.

  5. Finalizing the Edits:

    • Confirm all changes and update the order.
    • Notify the customer of the changes, especially if financial adjustments are made.

Best Practices

  • Communication: Always inform the customer of any changes, particularly if additional payment is required or if a refund is issued.
  • Testing: Use test orders to ensure that your order editing process works seamlessly with your operational setup.
  • App Integration: Verify compatibility with other apps, particularly fulfillment apps to prevent shipping errors.

Editing orders in Shopify Plus requires careful consideration of the impact on customer experience and operational efficiency. Ensure that all team members are trained on the nuances of order editing to maintain a smooth workflow and customer satisfaction.

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